Josephine Velarde Roth

Digital Manager at CVS Health Inc
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Contact Information
us****@****om
(386) 825-5501
Location
Lake Elsinore, California, United States, US

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Akansha B.

It's been a pleasure working with Josephine for last 2 years. We collaborated on implementing tuition reimbursement and loan repayment solutions for several clients. She has superb problem-solving skills as well as exceptional team-building skills. While managing our last project, she demonstrated an ability to work in the ambiguous environment. She was able to focus on the stated objectives of the project and prioritize every task necessary to accomplish the desired end result. She truly has gift of working in a collected manner under pressure and handling difficult client conversations. She is not only supportive to clients but also listens to the team members needs so that she can accommodate both in her project plans. I would highly recommend Josephine. She will be valuable asset to the organization and team.

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Credentials

  • Lean Six Sigma Green Belt Certification
    Six Sigma Academy of Amsterdam
    Mar, 2022
    - Nov, 2024
  • Lean Six Sigma White and Yellow Belt Certification
    Six Sigma Academy of Amsterdam
    Feb, 2022
    - Nov, 2024
  • Google Project Management: Specialization
    Coursera

Experience

    • United States
    • Hospitals and Health Care
    • 200 - 300 Employee
    • Digital Manager
      • Sep 2022 - Present

      As a PBM Digital Professional Services Manager, I serve as the internal liaison between multiple teams including Client Implementations, Account Management, Product teams, Marketing, internal business partners and IT within the PBM Digital business segment and beyond. Responsible for providing support to client and business partners and ensuring that the Digital experience offers the highest levels of service to our members. Proactively identifying issues, prioritizing deliverables, tracking and ensuring on-time delivery of client requests and projects. Show less

    • United States
    • Education
    • 700 & Above Employee
    • Project Manager - EdAssist
      • Jan 2020 - Sep 2022

      Conducts full lifecycle management of the implementation process to onboard new clients into our educational assistance platform, providing software payment solutions. Orchestrate all facets of project implementation from client inception to successful execution of all project objectives. Reduce bottlenecks and project risks by effectively identifying and tracking potential mitigating factors with the potential to sidetrack project plans. Create and manage all implementation documentation, project plans, and stakeholder communications. Drive continuous improvements in the evolution and integration of the implementation framework by partnering directly with key implementation partners. Improve cross-functional information dissemination, across both internal and external stakeholder groups, by monitoring follow-up, troubleshooting issues, escalating non-responders, and tracking objective progress. Identify and document operational implications through the assessment of client intake forms and sales checklist materials. Successfully defined and documented business requirements and process flows. Key Accomplishments: • Drove the full-scale implementations of clients, ranging >200+ lives, within scope and under budget. • Successfully manage change orders for clients with combined lives >50k, all within budgets, scope, and closure for ongoing support. Show less

    • United States
    • Professional Services
    • 700 & Above Employee
    • Implementation Project Manager
      • Feb 2015 - Dec 2019

      Excel in the full lifecycle management of the implementation process to onboard on-board new clients to the Marketplace exchange. Orchestrate all facets of project implementation from client inception to successful execution of all project objectives. Reduce bottlenecks and project risks by effectively identifying and tracking potential mitigating factors with the potential to sidetrack project plans. Create and manage all implementation documentation, project plans, and stakeholder communications. Drive continuous improvements in the evolution and integration of the implementation framework by partnering directly with key implementation partners. Improve cross-functional information dissemination, across both internal and external stakeholder groups, by monitoring follow-up, troubleshooting issues, escalating non-responders, and tracking objective progress. Identify and document operational implications through the assessment of client intake forms and sales checklist materials. Successfully defined and documented business requirements and process flows. Key Accomplishments: • Drove the full-scale implementations of new exchange clients, ranging from 200-5000 lives, within scope and under budget. • Successfully implemented yearly renewals for clients with combined lives >50k, all within budgets, scope, and closure for ongoing support. • Twice awarded company-wide recognition in the corporate newsletter for achieving client glowing recognition for successful implementations. Show less

  • OptumRx
    • Remote
    • Project Manager
      • Oct 2011 - Feb 2015

      Successfully managed all project phases of IT requirements for on boarding clients including client conversions, customized client reporting, and user acceptance testing (UAT). Drove the execution of highly complex and highly visible, change-oriented program initiatives for large-scale cross-functional systems. Maximized client retention, while minimizing impact to membership through the systematic direction of quality assurance (QA) efforts and collaboration with all functional teams. Led the development and management of all project charters, scope statements, project governance structure, and detailed project plans. Coordinated aggressive and attainable project timelines and milestones, and organized funding requirements for resource allocation in order to maintain project deadlines. Employed meticulous risk management strategies, inclusive of comprehensive project documentation and risk and decision logs, to effectively control project issues and reduce impact to project timelines. Aligned project objectives with inter-program dependencies to capture stakeholder targets and ensure project proceeded on time and within budget. Fostered a team-centered environment to promote individual professional development and encourage creative solutions and strategies. Innovated and implemented standard operating procedure (SOP) documents for File Transfer request, ID Conversions and client terminations. Key Accomplishments: • Achieved the successful configuration projects, encompassing Onboarding IT deliverables, for 20+ clients during annual implementations. • Championed tight scope and budgetary control for all projects, ranging from $2K to $40K per configuration. • Successfully completed 20+ ID conversion projects within scope and in budget. • Spearheaded the training of other Project Managers on system processes and procedures for RxClaims research and client-related ID conversion issues. Show less

  • OptumRx
    • Irvine, CA
    • Client Relations Manager
      • Aug 2007 - Feb 2010

      Leverage exceptional client relationship management skills to drive client system implementation, complete projects, and address ongoing service needs for client accounts in excess of 200,000 lives. Managed a client book of business representing nearly 20% of the entire team’s assigned territory, while acting as the primary liaison between clients and OptumRx internal cross functional areas. Innovated and implemented strategic benefit programs for several high profile clients. Orchestrated on-line system training, Health Fairs, and Open Enrollment events to promote client education and increase clients' access to program benefits. Led resolution of core client issues and concerns including claim processing, eligibility requirements, and benefit structure. Lent hands-on support to the Strategic Account Executive as a pharmacy operations subject matter expert. Key Accomplishments: • Achieved an Overall Client Satisfaction rate of over 96%. • Successfully retained and renewed over 96% of all existing clients. Show less

Education

  • University of Phoenix
    Bachelor of Business Administration - BBA, Business Administration and Management, General
    2007 - 2012

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